"If you can't explain it simply, you
don't understand it well enough."
-Albert Einstein
"If you can't explain it simply, you
don't understand it well enough."
-Albert Einstein
"If you can't explain it simply, you
don't understand it well enough."
-Albert Einstein
"If you can't explain it simply, you
don't understand it well enough."
-Albert Einstein
Mike grew up in Bloomfield Hills, MI, attending Birmingham Public Schools. He went on to play collegiate baseball at Michigan State University, while earning his Bachelor's in Finance from the Eli Broad College of Business (with Academic All-Big Ten honors).
Upon graduating, Mike joined Equitable Advisors (formerly AXA) working with public educators and Automotive Executives. For six years he learned the business and formed great relationships.
In September of 2021 Mike turned his dream into a reality by forming Mestdagh Wealth Management. Today MWM helps Michigan Auto Execs over age 40, and with more than $500,000 of investable assets plan for a secure retirement.
No time? No problem. MWM embraces technology by operating 100% virtually to save you valuable time and money. We maintain the highest levels of confidentiality while exploring where you are now, when you want to retire, and how to get you there.
Step 1) 15-minute phone call to get to know each other.
Step 2) 15-minute phone call to gather details surrounding your unique situation and goals.
Step 3) 30-minute virtual meeting to unpack your complimentary retirement analysis by Mike Mestdagh, CERTIFIED FINANCIAL PLANNER™, and discuss options.
***All-in only a 60-minute investment***
From an early age Mike learned about the stressful life an Auto Exec endures. His father devoted his career to the industry, and Mike's youth baseball teams were always coached by Michigan Auto Execs. Furthermore, Mike gained experience as a finance intern at a Tier 1 supplier during college to fully immerse in the culture.
You're probably putting in well above 40 hours a week because that's what your job requires. Your family & hobbies eat up the rest of your time. These priorities often prevent you from focusing on the future, and the last thing you deserve is a subpar retirement plan. This is where we come in. Mike admires what you do, thus it is our TOP priority to make sure you're taken care of leading up to and throughout your golden years.
1. Where are you now?
2. When do you want to retire?
3. How do we get you there?
Send an email to Mike@mestdaghwm.com if you cannot find an answer to your question.
1. I've spent my entire life around many of Michigan's Auto Execs. I recognize your immense workload and understand the makeup of what a solid retirement foundation looks like.
2. Save your time for something else. We can knock out a virtual meeting from the convenience of your home or office in 30 minutes.
3. You may have an advisor who is actually closer to retirement than you are! I have years of experience, rigorous training, and decades of work and relationship building ahead. I'll be with you now AND through retirement.
Very simply, MEST like "vest", DAGH like "uh". Mest-uh.
A CERTIFIED FINANCIAL PLANNER™ has gone through extensive financial training and must meet minimum experience requirements. As a CERTIFIED FINANCIAL PLANNER™, I am bound by the CFP® Board's Standard of Excellence to always put my clients' best interests ahead of my own, also known as the Fiduciary Standard. You can find out more at www.cfp.net
No! Due to my background I naturally began working with these two industries. I greatly enjoy helping people in automotive and public education, but equally appreciate clients from different career paths!
Since COVID struck, I have transitioned to working with clients 100% virtually from my home office. This saves us both valuable time and money.
On the homepage, click GWN Login or More. This will direct you to whichever login page you're looking for.
This happens in one of two ways:
1) You pay me quarterly fees which are deducted directly from your investment account as a percentage of Assets Under Management.
2) A company pays me a commission for using one of their products, typically for solving an insurance or income need.
MWM has access to a wide variety of investment options and research tools. Blend this with our client centric approach and you get a tailored level of attention with the ability to work with many of the industry's top financial institutions.
Let's find out! We use detailed analysis, statistical projections and income planning to optimize your situation.
You will have access to products and services from many of the industry's leading investment firms, broker dealers & custodians. Together we will hand select what is most appropriate depending on what suits your goals.
Copyright © 2021 Mestdagh Wealth Management - All Rights Reserved.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities and Advisory Services offered through GWN Securities, Inc.
A Registered Investment Advisor
Member FINRA / SIPC
11440 N Jog Road, Palm Beach Gardens, FL 33418, (561) 472-2700
Mestdagh Wealth Management and GWN Securities, Inc. are not affiliated.
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